Leads, Opportunities, & Accounts in Salesforce Lightning

Salesforce Lightning    |    Intermediate
  • 14 videos | 59m 17s
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To get the most out of Salesforce, you must be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Salesforce.

WHAT YOU WILL LEARN

  • Create leads in salesforce
    Manage your leads in salesforce
    Edit a lead in salesforce
    Convert a lead in salesforce
    Consult your accounts in salesforce
    Create new accounts in salesforce
    Update an account in salesforce
  • Create opportunities in salesforce
    Manage your opportunities in salesforce
    Update an opportunity in salesforce
    Transfer elements in salesforce
    Manage your companies in salesforce
    Attach documents in salesforce
    Log calls in salesforce

IN THIS COURSE

  • 5m 36s
    Leads are people potentially interested in your product. Leads can be referrals, people you've met at an event or contacts from a list. See how to create and add information to your leads on Salesforce. FREE ACCESS
  • 4m 32s
    If you have a lot of leads seeing how to sort and manage them could be useful. See how navigate and use the lead management options on Salesforce. FREE ACCESS
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    3.  Editing a lead in Salesforce Lightning
    3m 25s
    As your leads evolve you can update their status, edit contact information or even delete leads who are no longer interested. See how to edit your leads with Salesforce. FREE ACCESS
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    4.  Converting a lead in Salesforce Lightning
    2m 41s
    Once you lead is interested in your product you can convert them from a lead to an opportunity. See how to convert your leads within Salesforce. FREE ACCESS
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    5.  Consulting your accounts in Salesforce Lightning
    3m 4s
    Accounts are companies you have a relationship with whether it's a prospect, customer, partner or competitor. See how to access, filter and sort your accounts within Salesforce. FREE ACCESS
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    6.  Creating a new account in Salesforce Lightning
    4m 1s
    You can create a new account without converting leads. See how to create and add information to you new account on Salesforce. FREE ACCESS
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    7.  Updating an account in Salesforce Lightning
    3m 3s
    Updating your accounts within Salesforce is simple. See how to access, edit and remove your accounts. FREE ACCESS
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    8.  Creating an opportunity in Salesforce Lightning
    5m 50s
    You can create a new opportunity directly from an account or you can create a new opportunity from the object page. See how to access and create a new opportunities on Salesforce. FREE ACCESS
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    9.  Managing your opportunities in Salesforce Lightning
    4m 40s
    Once your opportunities have been created you can manage and add information as needed. See how to organize and view your opportunities on Salesforce. FREE ACCESS
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    10.  Updating an opportunity in Salesforce Lightning
    3m 23s
    You have many options on how to update you opportunities. See how to edit, update your stages and even delete an opportunity on Salesforce. FREE ACCESS
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    11.  Transferring an element in Salesforce Lightning
    4m 48s
    Transferring ownership for leads, opportunities and accounts is possible with Salesforce. See how to transfer your Salesforce elements with ease. FREE ACCESS
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    12.  Managing your campaigns in Salesforce Lightning
    4m 16s
    Your marketing campaigns can be updated and managed via Salesforce. See how to create, edit and manage your campaigns. FREE ACCESS
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    13.  Attaching documents in Salesforce Lightning
    4m 43s
    If you'd like to add a note or upload a document to a lead, opportunity and account you can do so easily with Salesforce. See how to add, upload, and remove documents from your Salesforce objects. FREE ACCESS
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    14.  Logging a call in Salesforce Lightning
    5m 15s
    Once you've completed a call with a lead, opportunity or account you can log it easily with Salesforce. See the different ways you can log and view you call history. FREE ACCESS

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